Howard Bailey Securities’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Howard Bailey Securities’s Portfolio SPD Stock Details SPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$708K	Sell	17,062 -544	-3%	-$21.9K	0.27%	46
2026 Q1	$640K	Sell	17,606 -313	-2%	-$12.1K	0.26%	58
2025 Q4	$704K	Sell	17,919 -2,417	-12%	-$95.5K	0.28%	55
2025 Q3	$803K	Buy	20,336 +463	+2%	+$17.8K	0.23%	60
2025 Q2	$755K	Buy	+19,873	New	+$702K	0.23%	58
2025 Q1	–	Sell	-12,530	Closed	-$418K	–	180
2024 Q4	$418K	Sell	12,530 -1,645	-12%	-$56.1K	0.16%	83
2024 Q3	$474K	Buy	+14,175	New	+$462K	0.18%	76

Other funds holding SPD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IWA

Independent Wealth Advisors Cary, North Carolina $111M AUM

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Howard Bailey Securities's SPD Position: Q2 2026 in Review

Howard Bailey Securities reduced its Simplify US Equity PLUS Downside Convexity ETF (SPD) stake by 3.1% in Q2 2026, selling an estimated $21.9K and leaving 17,062 shares worth $708K. The position accounts for 0.27% of the portfolio, ranked #46.

Howard Bailey Securities first reported a position in SPD in Q3 2024 and has held it in 7 quarters since. The position peaked at $803K in Q3 2025. 46 funds tracked by Wall St. Rank hold SPD as of Q2 2026.

Howard Bailey Securities held 17,062 shares of Simplify US Equity PLUS Downside Convexity ETF worth $708K as of Q2 2026.
Howard Bailey Securities sold 544 Simplify US Equity PLUS Downside Convexity ETF shares in Q2 2026, an estimated $21.9K.
Simplify US Equity PLUS Downside Convexity ETF made up 0.27% of Howard Bailey Securities's portfolio in Q2 2026, its #46 holding.
Howard Bailey Securities first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q3 2024 and has held it in 7 quarters since.
Howard Bailey Securities's Simplify US Equity PLUS Downside Convexity ETF position peaked at $803K in Q3 2025.
46 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.